Features
Consistent Looking PDF Documents from Salesforce.com data which are created with a simple click of a button.
Why CloudPDF?
Easy, simple, and reliable way to merge Salesforce.com data into professional and consistent looking business documents which can be shared with everyone.
Thru our client interactions as a salesforce.com consulting partner, we recognized that a simpler and more efficient process was needed for merging Salesforce.com content into a shareable document… PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents.
Think of CloudPDF as a Word Merge Replacement...for the web. A template is used to create a set of documents which are essentially the same but where each document contains unique elements. Using placeholders, you can import data from Salesforce.com directly into the document…a PDF document.
Most companies already have processes in place where they use form documents. Usually these are PDF Templates or Word documents.
Perfect for creating and personalizing:
- Sales Proposals
- Fax Covers
- Invoices
- Customer Provisioning Documents
- Expense Reports
- Business Forms
- Marketing Brochures
- Form letters
- Legal
- Customer Onboarding
- Personalized Brochures
- Award Certificates
- Insertion Orders
- Contracts
- Insurance
- Consulting Time Reports
- Client Billing Reports
- & other documents
- Invoices, billing, and time reports
- Automobile
INTERACTIVE Forms
Use PDF’s? Merge PDF’s with Salesforce.com data. Quickly and easily generate customizable and personalized documents.
Form fields may be editable, read-only, auto-formatting, perform validations, respond to field input or user actions, and more.
BUNDLED Docs
Merge and Combine multiple Documents into a single PDF document.
Salesforce.com data from any field.
Services
Do you use existing PDF documents in your business? Using Word documents which need to be converted to PDF? We can templatize them for you by working with you to structure and streamline the page layout and add form fields.
Before converting to PDF, the entire document is assembled within Salesforce.com.
CloudPDF is available for use by users of ALL Saleforce.com editions.
- Simple to use…Create a PDF with the click of a button
- Extends beyond Salesforce.com Word Merge capabilities.
- Fast, Easy, Effective
- Web Based
- Use existing PDF Templates
- Create your own custom PDF templates
- Can Access data in multiple Salesforce.com objects (Tabs)
Increase User Adoption, Productivity, Usability, Document Compliance and Accuracy with Interactive PDF forms.
Web based, Word Merge Replacement service which is Fast, Easy, and Effective.
Easy to create your own custom PDF form templates.
Simple to use… One click operation and the PDF Document opens directly in your browser.
To use CloudPDF, all that is needed is the free Adobe® Reader® application.